Empirical Wealth Management’s Kansas City Southern KSU Stock Holding History

Empirical Wealth Management’s Portfolio KSU Stock Details KSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,062	Closed	-$287K	–	546
2021 Q3	$287K	Buy	1,062 +48	+5%	+$13.4K	0.02%	383
2021 Q2	$287K	Sell	1,014 -316	-24%	-$91.2K	0.02%	378
2021 Q1	$351K	Buy	1,330 +342	+35%	+$74.4K	0.03%	298
2020 Q4	$202K	Buy	+988	New	+$186K	0.02%	341

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Empirical Wealth Management's KSU Position: Q4 2021 in Review

Empirical Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,062 shares — an estimated $287K sold.

Empirical Wealth Management first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $351K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Empirical Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Empirical Wealth Management sold 1,062 Kansas City Southern shares in Q4 2021, an estimated $287K.
Empirical Wealth Management first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Empirical Wealth Management's Kansas City Southern position peaked at $351K in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Empirical Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.